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500 W Cypress Creek Road Suite 290, Fort Lauderdale, FL 33309 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-12-05 |
Branch Locations
Harker Heights, TX • United States
500 W Cypress Creek Road Suite 290, Fort Lauderdale, FL 33309 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Marine Corps Reserves | Terre Haute | IN | 08/2014 | 08/2020 |
| Thrivent Investment Management Inc | Lafayette | IN | 07/2016 | 03/2017 |
| Morgan Stanley | Indianapolis | IN | 03/2017 | 09/2017 |
| Charles Schwab & Co., Inc. | Indianapolis | IN | 10/2017 | 11/2019 |
| Fisher Investments | Plano | TX | 11/2019 | 01/2023 |
| Empower Advisory Group, Llc | Greenwood Village | CO | 03/2023 | 11/2024 |
| Sound Income Strategies, Llc | Fort Lauderdale | FL | 12/2024 | Present |
| Mcadams Group, Llc | Cordova | TN | 11/2024 | Present |
| Texas National Guard | Temple | TX | 08/2020 | Present |
| Unemployed | Dallas | TX | 01/2023 | 03/2023 |
1. McAdams Group, LLC - Fixed Insurance Sales - 12/2024 - present - Investment related - Sales of fixed annuities, fixed insurance, and life insurance - 823 Parkplace Ridge, Princeton, TX 75407. This will encompass approximately 50% of business hours. 2. McAdams Group, LLC - Licensed Service Advisor/Client Service Advisor - 12/2024 - present - Investment Related-Servicing of existing clients for investment advisory services - 823 Parkplace Ridge, Princeton, TX 75407. This will encompass approximately 50% of business hours. 3. Retirement Income Source, LLC DBA - 12/2024 - present - Investment Related - 823 Parkplace Ridge, Princeton, TX 75407. The Retirement Income Source is used to market to prospective clients for Investment Advisory and Fixed Insurance services. This will not encompass any business hours. 4. Texas National Guard - Fire Support Officer - 12/2024 - Present - Not investment related - 823 Parkplace Ridge, Princeton, TX 75407. FIre support planning and execution. This will not encompass any business hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-09-26 |
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